“As soon as I enter my favorite coffee bar, the barista already knows the coffee I want – not too […]
#InnovationSnack – How to profile a customer from A to Z
All posts tagged: wealth management
Goodbye old Wealth Management. Make way for Financial Wellness!
The recent coronavirus pandemic has triggered radical changes in both our private and professional lives, and – although it is […]
Behavioural Profiling: an emotional intelligence tool for modern advisors
In the previous article1 we introduced the concept of Behavioural Profiling, i.e. a profiling technique that puts mental, emotional and […]
Behavioural Profiling: going beyond traditional approaches
Edgar Allan Poe once said that everything we see and seem is but a dream within a dream. The American […]
Robo-for-advisor: the return of the low-optimizing optimizers
Among the “buzzwords” of the moment, we certainly find “robo-for-advisor”. In other words, various analysis and portfolio building tools for […]
Bridging the gap with the end customer through digital reporting
In the digital era, customer focus is a critical success factor. The rod of competition has risen and to be […]
Know Your Customers: how to understand clients’ needs through data analysis
The starting point for creating value with data analysis is to stay grounded. Data analysis can improve business profitability across […]
LifeCycle Portfolio Builder: the financial well-being above all
When it comes to savings and investments, financial institutions still enjoy enormous consumer confidence compared to young Fintech companies. In […]
The importance of data in wealth management: an untapped potential
Customers are underestimating the huge amount of data they own. Margins are under pressure due to the new regulatory and […]
Data and digital innovation: how much are they shaping the financial industry?
It is widely believed that data-driven technologies and digital innovation can provide financial and insurance services at a cheaper price. […]